Help Business Owners

Our platform and vast array of services allow you to bring customized retirement solutions to business owners of all sizes.​ Our open-architecture platform and industry-leading expertise give you the freedom to build a plan that you can offer to your clients with confidence.

Simple Solutions for a Complex Industry

From trust solutions and enrollment support to award-winning service and technology, we have the solutions you need to help business owners save for retirement.

We offer three customizable product platforms to choose from, all backed by best-in-class service.

Ascensus Full Service offers virtually all the services you and your clients need to manage a retirement plan. This integrated solution allows Ascensus to bring all the key components of a retirement plan together through a single service team.

For clients that are currently working with a third-party administrator of their choice, we offer unbundled retirement plan services. This option lets the TPA provide plan design and compliance functions with our award-winning client service and dependable retirement plan platform.

TPA Solutions combines plan design and compliance. This specialized solution lets you craft retirement plans that are as unique as your clients’ needs. You can create and manage defined contribution and defined benefit plans, including cash balance and combination plans.

Key Features

Support from our experienced service team and one of the nation’s largest ERISA consulting teams

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Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s 529 plan.

When you invest in a 529 plan, you are purchasing municipal securities whose value may vary based on market conditions. Investment returns are not guaranteed, and you could lose money by investing in a 529 plan. Account owners assume all investment risks as well as responsibility for any federal and state tax consequences.

The availability of tax advantages or other benefits may be contingent on meeting other requirements. Please consult your financial, tax, or other advisors to learn more about how state-based benefits and limitations would apply to your specific circumstance. You may also contact your home state’s 529 plan(s), or any other 529 plan, to learn more about those plans’ features, benefits and limitations.